Capital de TokensChina doesn't need to win: it needs to learn
Watch on YouTube China manufacturing five machines does not mean those machines can replace ASML tomorrow. They will have to go through testing, calibration, integration with other equipment, error correction, and industrial learning. And they will probably perform worse, with lower productivity and lower reliability. But here's the uncomfortable angle
China manufacturing five machines does not mean those machines can replace ASML tomorrow. They will have to go through testing, calibration, integration with other equipment, error correction, and industrial learning. And they will probably perform worse, with lower productivity and lower reliability. But here’s the uncomfortable angle: China doesn’t need to win with the first version. It needs to enter the learning cycle. The first machine may be mediocre. The second, less mediocre. The third is already incorporating feedback from SMIC. The fourth fixes supply problems. The fifth incorporates better components. In semiconductors, the distance between “we have nothing” and “we have something bad but our own” is much greater than it seems. Because when you have something of your own, you can iterate without asking permission.
Full episode: https://youtu.be/y511NstjO1I
🤖 AI-generated content: the script, voices, and images for this episode were produced using artificial intelligence tools.
#Shorts